Remove systemic hurdles

As portfolio manager, I have a team working on the execution of contracts, attending customers and trying to compete on the market with our solutions and value propositions.

When looking I look at the way we sell, offer and deliver, you find systemic hurdles that affect negatively to the ability to succeed. By that reason this aspect is one of the relevant areas of improvement we are launching.

We are using common sense and Six Sigma approach to identify, define, analyze and remove these hurdles.

That was the easy part. The difficult part is being to change the mindset of the people about behaviors and ways to proceed on non written procedures. I have find so many interesting things when you start to ask “why do you do this in this way”:

  1. A funny “we do this in this way because we always have done it in this way”.
  2. You discover other issues that are hidden inside a given department.
  3. You discover the real hierarchy of the small teams.
  4. You discover who plays the game of “doing him/her self irreplaceable”.
  5. Some people take it personally when you challenge them about change the way to proceed.

We are succeeding partly, and it is thanks to the management team that is pushing our actions on the given departments to act and improve these issues. Without this leadership the analysis is just an excel with so many data.

I’m happy with some of the results, to shake the “establishment” of an organization is something funny.

Talaia, Open PPM

This product came to my inbox:

  1. It’s aligned with PMI.
  2. You can integrate it with Redmine.
  3. It does not store documents, you need to use a separate repository.
  4. It does not cover the scheduling capabilities as MS-Project.
  5. Covers the needs of so many roles in an organization, not just Project Managers:
  • Portfolio Manager.
  • Functional Manager
  • Resource Manager
  • Investment manager
  • Team member
  • Sponsor
  • PMO

Anecdote: the first version of Talaia was a R&D project founded by Spanish I+D Plan Avanza 2.



Trailhead, continuous evolution

I completed some trails of SalesForce Trailhead. Now I come back to make some new modules and I have found that some of the trails I did have included some new modules to enrich the knowledge of the trail.

For instance on the developer beginner there is a new module for search engine, where you learn about:

  • Salesforce Object Search Language (SOSL) and other aspects of search.
  • How to refine a search and have a balance between data offered and time response.
  • How to include auto-suggest on searchs.
  • How admins can promote a maximum of 2000 terms.

Once completed you have again completed the trail, with more points: from 19225 to 19525.


Effort to earn 7,5% is tough right now

This graph is very indicative about the huge efforts to perform earnings on financial services right now.

They seemed to be easy in 1995, but in 2005 the effort and the risk exposure is so huge.

It’s easy to understand why GE sold GE Money, and other major transformations that are happening. How is it possible that NYSE market growth and growth.


Corporate performance management (CPM)

Corporate performance management (CPM) builds on a foundation of business intelligence, according to key performance indicators such as revenue, return on investment, overhead, and operational costs and is the crucial capability by which to monitor and manage an organisation’s performance.

According to Gartner:

“CPM is an umbrella term that describes the methodologies, metrics, processes and systems used to monitor and manage the business performance of an enterprise.  Applications that enable CPM translate strategically focused information to operational plans and send aggregated results.  CPM must be supported by a suite of analytic applications that provide the functionality to support the business processes, methodologies and metrics”

CMP To me this is another DMAIC cycle at company level, with the support of the ERP solutions and the perspective of finances as first axis.

Discovering Kik

I have been reviewing Kik, specially the ability to create your own bot.

You interact with the development environment through a bot that adds you into the development environment and that guides you about the next steps you can perform to create a bot and a bot user.

It is interesting to see the bot store, and discover the maturity of the community.

It’s interesting to review the code of a basic bot, and review the kikAPI.

I learned that WhatsApp is against the creation of bots in its platform. So, they did their best to avoid any bots in their platform. If you manage to create a bot for WhatsApp, then it violates the WhatsApp terms and conditions. When WhatsApp is aware of your bot, the corresponding mobile number will be banned from WhatsApp and make your whole effort useless. WhatsApp is planning to support business through business accounts in middle 2016.